SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $16,000 | -55.6% | 299 | -55.4% | 0.01% | -55.6% |
| Q1 2015 | $36,000 | -83.8% | 670 | -83.3% | 0.02% | -83.8% |
| Q4 2014 | $222,000 | -49.9% | 4,010 | -48.0% | 0.11% | -49.5% |
| Q3 2014 | $443,000 | -16.6% | 7,715 | -11.6% | 0.22% | -14.1% |
| Q2 2014 | $531,000 | -10.2% | 8,725 | -12.4% | 0.26% | -9.9% |
| Q1 2014 | $591,000 | +0.3% | 9,959 | -2.4% | 0.28% | +3.3% |
| Q4 2013 | $589,000 | -6.5% | 10,204 | -5.4% | 0.28% | -11.3% |
| Q3 2013 | $630,000 | -10.0% | 10,790 | -13.3% | 0.31% | -10.7% |
| Q2 2013 | $700,000 | – | 12,440 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Perella Weinberg Partners Capital Management LP | 3,921,860 | $83,300,305 | 9.05% |
| Checchi Capital Advisers, LLC | 1,463,510 | $31,084,955 | 2.88% |
| Peak Financial Management, Inc. | 277,514 | $5,894,404 | 2.14% |
| Upper Left Wealth Management, LLC | 89,595 | $1,902,998 | 1.98% |
| Baron Financial Group, LLC | 142,445 | $3,025,532 | 1.96% |
| Ackerman Capital Advisors, LLC | 314,454 | $6,679,003 | 1.86% |
| LEUTHOLD GROUP, LLC | 571,779 | $12,144,586 | 1.70% |
| Quent Capital, LLC | 386,258 | $8,204,112 | 1.28% |
| Spartan Planning & Wealth Management | 42,532 | $903,380 | 1.06% |
| Blueprint Investment Partners LLC | 150,708 | $3,201,045 | 1.03% |